Investment Advice & Planning for the Modern Investor
We provide clear, thoughtful investment guidance designed to help modern investors build confidence and make informed decisions. Our approach focuses on establishing strong foundations, managing risk, and aligning investments with long-term goals.
Our Process
Automate
Automate your investments with simple, smart technology. Open your account and deposit money in minutes. Set your risk profile to match your goals. Then sit back and watch your future grow. We are using easy-to-use technology that keeps you in the know
Four Steps
Open an account
Deposit Money
Provide your risk profile
Watch your future grow
Daily Monitoring
Daily oversight of investments by the ProCore Advisors team ensures that your portfolio is continually assessed and adjusted to align with market conditions and your investment goals. This proactive approach helps in identifying potential risks and opportunities promptly, ensuring that your investments are managed efficiently for optimal performance and growth.
Key points:
Continuous portfolio assessment
Risk & 0pportunity detection
Efficient management for optimal growth
ETF Model
Select from a variety of affordable ETF models designed to match your individual risk tolerance and investment goals. These tailored portfolios help ensure that your investments are managed efficiently and effectively, maximizing potential returns while minimizing risks. This personalized approach allows for a more strategic and customized investment experience.
Key points:
Variety of affordable ETF portfolios
Balanced risk & return management
Tailored to your risk tolerance and goals
Low Cost
Select from a variety of affordable ETF models designed to match your individual risk tolerance and investment goals. These tailored portfolios help ensure that your investments are managed efficiently and effectively, maximizing potential returns while minimizing risks. This personalized approach allows for a more strategic and customized investment experience.
Key points:
No minimum deposit required
Highly accessible for all investors
Encourages early investing

Low Cost
You can start investing without needing to meet any initial minimum deposit threshold. This means you have the flexibility to begin with any amount you're comfortable with, making it accessible for everyone, regardless of their starting capital. This approach encourages more people to start their investment journey without financial barriers.
Key points:
No minimum deposit required
Highly accessible for all investors
Encourages early investing
Investing Made Easy,
Results Made Real.
Digital Account Management
Open, fund, and transfer accounts quickly without paperwork or statements. Our streamlined digital process removes unnecessary complexity and delays, allowing you to get started in minutes.
Specialist-crafted portfolios
Our suggested portfolios are designed by financial professionals and tailored to match your risk tolerance. Each portfolio is thoughtfully constructed to balance growth and risk while staying aligned with your long-term investment goals.
Advisor Supported
Connect with a real advisor whenever you have questions. Receive personalized guidance, timely support, and clear answers to help you make confident financial decisions at every stage of your investment journey.
Tax-loss optimization
We identify chances to convert market downturns into tax benefits, enhancing your after-tax returns. Our proactive approach helps minimize tax impact during periods of volatility and supports more efficient long-term portfolio growth.
Automated adjustment
We’ll adjust your funds in response to market changes to ensure you stay aligned with your investment goals, while closely monitoring market trends to help maintain your portfolio’s alignment with your financial objectives.
Exceptionally simple
Monitor your progress, view your net worth, and connect all your accounts using our user-friendly app. Stay informed and make smarter financial decisions with real-time insights at your fingertips.
Quickvest pricing is a Flat Rate 0.50% annual advisory fee.
Start Investing
Request your invitation online
We will need to gather some basic information, such as your full name, age, email address, and phone number, along with what type of account you want to open. Once we receive this, you will be sent an invitation via email to complete the account opening within minutes.
Sign Up Now
Sign-up with an Advisor
Have questions or concerns? Talk directly with one of our Certified Financial Planners. We will be happy to answer all your questions and gather some basic information so that we can open an account for you within minutes.
Schedule Consultation
1.949.339.2990
info@procoreadvisors.com
23 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660
ProCore Advisors, LLC (“PCA”) is an SEC-registered investment adviser offering advisory services in the States of California, Oregon, and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to individuals of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PCA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of PCA, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. ProCore Advisors does not provide accounting services or tax advice to clients
© ProCore Advisors, LLC ("PCA") 2024. All rights reserved